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Summary: In this weekly briefing, we analyze the intersection of AI, national security, and massive capital expenditure. We deconstruct the Pentagon's decision to integrate AI from 7 major tech firms into classified networks, and the resulting employee mutiny at Google. We explore the staggering $725 billion Capex guidance from Big Tech and Tim Cook's warning of a "RAMageddon" memory chip shortage. We also dive into the dramatic courtroom testimony between Elon Musk and OpenAI, the p ...